Q: What are free reports?
A: Free Reports are a set of reports that we have made available to everyone - you don't need an account to create them; however, the Free Reports results are limited. For more Reports with full featured capabilities, you must sign up for an account.

Q: How do I sign up for an account?
A: Click one of the 'Sign Up for an Account' links, select an account type and click 'Continue'. On the access level page, you will find a table that specifies which reports and services to which each level allows access. By default, Excel Download (which carries a surcharge) is selected. If you do not want this feature, change the select menu to 'No'. Once you have selected an access level, click 'Choose and Continue' to proceed to enter your user and billing information as well any optional information you choose to provide. (Note for Investor Relations Professionals and Institutional Investors: your account cannot be charged or activated until you confer with one of our account representatives).

Q: How do I access my personal home page?
A: When you come to the site, enter your User ID and Password in the login box and click 'Login' to go to your home page. You can check 'Remember My Login' to have the site automatically log you in to your personal home page when you come to the site until you click logout If you are working on a computer that is shared or accessed by others, you may not want to use this feature.

Q: How do I logout of the site?
A: When you are logged in, your name will appear in the header with a 'Logout' link next to it. Simply click that link and you will be logged out. You will have to login again to access your account and reports.

Q: What do I do if I forget my password?
A: In the login box, click the 'Forgot Your Password?' link and enter your registered email address on the following page. Your password will be emailed to your email account.

Q: How do I change my billing credit card?
A: You may change the credit card to which your account fee is charged in My Account (coming soon) or you can call Client Services at 516-945-0020.

Q: How do I charge and activate my Investor Relations Professional or Institutional Investor account?
A: Once you have completed the sign up process online, one of our account representatives should contact you shortly. If you do not hear from us within 1 business day, you may send us a contact message through the site or call Client Services at 516-945-0020.

Q: What data do each of the reports display?
A: On the Reports page, there is an 'About' link next to every report group heading. Click the link to learn about each of the reports in that group.

Q: How do I create a report?
A: To create a report, simply choose a report (Step 1) from the menu on your home page or from the list in the Reports section. Follow the subsequent steps, including optional filters and view preferences. Click 'Create Report' and your search results will be displayed on the next page.

Q: Why can't I type a filer name into the text field in Step 2?
A: Unlike ticker symbols which are unique, there can be any number of filers with the same name as the filer you intend to search on; therefore, it is necessary to use the Filer Lookup to find the specific filer you are looking for. Once you have found the filer, click their name and it will automatically load into the text field in Step 2.

Q: Why am I not getting results to my search?
A: Depending on the combination of filters you select, you may receive few or no results. Try broadening your search filter preferences to get more results.

Q: Why do my results take so long to appear?
A: Our system has been optimized to serve up your results quickly; however, broad searches on large companies with many filers, for example, can take some time to generate. Please be patient. If you feel that there is a problem with the performance of a particular report, please send us a message or call Client Services at 516-945-0020.

Q: How does 'Download to Excel' work?
A: If you have purchased the Download to Excel option, you will be able to download and view your search results in Microsoft Excel format. Simply click the 'Download to Excel' button at the top of your search results page. A window will pop up with a temporary message while the Excel file is downloaded. When the file is finished generating, the window will refresh with a link to download the Excel file. If you have your browser set to handle Excel files, then it will be displayed in a browser window.

Q: How do I change some of my search criteria once I generate a report?
A: On the results page, click 'Modify Search' to go back to Step 2 and change some or all of your filter options. Click 'Create Report' and you will get results reflecting the modified criteria.

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